-18.2%
MATV vs VOO
+775.2%
-793.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +6.7% |
| 7D | +9.9% | -4.7% | +14.6% | +15.2% |
| 30D | +1.2% | -5.9% | +7.1% | +7.4% |
| 3M | +30.2% | -4.5% | +34.7% | +36.1% |
| 6M | +37.9% | +1.9% | +36.0% | +34.5% |
| YTD | +4.8% | +8.4% | -3.6% | -4.0% |
| 1Y | +21.9% | +9.5% | +12.5% | +10.5% |
| 3Y | -1.2% | +75.3% | -76.4% | -41.5% |
| 5Y | -54.1% | +67.9% | -122.0% | -71.9% |
| 10Y | -47.8% | +314.4% | -362.2% | -86.7% |
| All | -18.2% | +775.2% | -793.5% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling